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Prudential Financial

1,093 hedge funds and large institutions have $22.8B invested in Prudential Financial in 2021 Q3 according to their latest regulatory filings, with 104 funds opening new positions, 422 increasing their positions, 369 reducing their positions, and 66 closing their positions.

New
Increased
Maintained
Reduced
Closed

58% more first-time investments, than exits

New positions opened: 104 | Existing positions closed: 66

14% more repeat investments, than reductions

Existing positions increased: 422 | Existing positions reduced: 369

2% more funds holding

Funds holding: 1,0711,093 (+22)

0% more capital invested

Capital invested by funds: $22.7B → $22.8B (+$82.7M)

0.18% less ownership

Funds ownership: 56.26%56.08% (-0.18%)

2% less call options, than puts

Call options by funds: $439M | Put options by funds: $448M

9% less funds holding in top 10

Funds holding in top 10: 1110 (-1)

Holders
1,093
Holders Change
+22
Holders Change %
+2.05%
% of All Funds
19.14%
Holding in Top 10
10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-9.09%
% of All Funds
0.18%
New
104
Increased
422
Reduced
369
Closed
66
Calls
$439M
Puts
$448M
Net Calls
-$8.65M
Net Calls Change
+$48.9M
Name Holding Trade Value Shares
Change
Change in
Stake
VCM
551
Virtue Capital Management
Tennessee
$738K -$58.1K -564 -7%
AF
552
Affiance Financial
Minnesota
$738K
FAIM
553
Financial Advocates Investment Management
Washington
$733K +$22.4K +217 +3%
BL
554
Balentine LLC
Georgia
$733K +$469K +4,555 +189%
CBN
555
Cadence Bank NA
Texas
$729K -$49.1K -476 -6%
IAIM
556
International Assets Investment Management
Florida
$729K -$44.5K -432 -5%
GIA
557
Gateway Investment Advisers
Ohio
$726K -$50.3K -488 -7%
AWM
558
Apollon Wealth Management
South Carolina
$726K +$14.5K +141 +2%
SJIM
559
St. Johns Investment Management
Florida
$724K +$1.65K +16 +0.2%
CAM
560
Carret Asset Management
New York
$723K +$54.6K +530 +8%
IA
561
IndexIQ Advisors
New York
$719K +$32.7K +317 +5%
Acadian Asset Management
562
Acadian Asset Management
Massachusetts
$714K -$396K -3,846 -36%
LNC
563
Lincoln National Corp
Pennsylvania
$710K +$22.9K +222 +3%
VanEck Associates
564
VanEck Associates
New York
$710K +$145K +1,411 +26%
OIA
565
OneDigital Investment Advisors
Kansas
$704K +$12.5K +121 +2%
HWM
566
Hohimer Wealth Management
Washington
$702K -$14.7K -143 -2%
HBT
567
Heartland Bank & Trust
Illinois
$696K +$682K +6,619 New
AIP
568
Ameritas Investment Partners
Nebraska
$695K -$101K -981 -13%
CF
569
Centaurus Financial
California
$691K -$16.8K -163 -2%
AWP
570
Ascent Wealth Partners
New York
$690K +$177K +1,717 +35%
DA
571
DCM Advisors
New York
$690K +$676K +6,563 New
RMAM
572
Raab & Moskowitz Asset Management
New Jersey
$687K -$41.2K -400 -6%
TA
573
TFG Advisers
Michigan
$686K +$74.1K +719 +12%
B
574
Barings
North Carolina
$685K -$199K -1,928 -23%
FCH
575
Freestone Capital Holdings
Washington
$680K +$23K +223 +4%

PRU Hedge Fund Activity: Q3 2021 in Review

1,093 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in Prudential Financial (PRU) for Q3 2021, worth a combined $22.8B — up 0.36% from $22.7B a quarter earlier.

Buyers outnumbered sellers: 104 funds opened new PRU positions and 66 closed out — a net gain of 38 holders — while 422 added to existing stakes and 369 trimmed.

The largest buyer was Invesco, adding an estimated $61.6M. The largest seller was Nuveen, cutting an estimated $180M.

  • 1,093 institutional investors held Prudential Financial (PRU) as of Q3 2021, up from 1,071 in Q2 2021.
  • Funds reported $22.8B of Prudential Financial stock for Q3 2021, up 0.36% quarter-over-quarter.
  • 104 funds opened new Prudential Financial positions in Q3 2021 and 66 closed out, a net change of +38 holders.
  • The largest Prudential Financial buyer in Q3 2021 was Invesco, an estimated $61.6M added.
  • The largest Prudential Financial seller in Q3 2021 was Nuveen, an estimated $180M sold.

Based on aggregated 13F filings for Q3 2021.